Slowly but steadily,

This week's Points
This week, the Japanese stock market is expected to have an unstable development. The selection of Shigeru Ishiba as the new leader in the Liberal Democratic Party presidential election has caused uncertainty.Market reaction to strengthened financial income tax and BOJ monetary policy is being watched carefully.Also, Ishiba's policies include regional revitalization and the establishment of a disaster prevention agency.Stocks related to disastersand othersStocks related to regional revitalizationThere is a possibility of increased investment in them.
On the other hand, after Mr. Ishiba's victory,The yen is strengthening.し、selling is predominant in the Japanese stock marketIt is expected to be. In addition,The week of the end of the month and the beginning of the monthであるため、There is a possibility that profit-taking selling will increaseand the risk of lower stock prices is likely to be a concern. Furthermore, important economic indicators in the United States (ISM Manufacturing PMI, Non-Manufacturing PMI, Employment Statistics) are looming, and these data could have a significant impact on the market.
The U.S. stock marketis expected to continue its strong performanceThis year, U.S. stocks have been performing well, and the S&P 500 indexYear-to-date up by 20%.and is approaching a record high. As the third quarter ends on Monday, the same indexSince 1997, it has been the best 1-9 months period...

Is the circuit breaker activated again?

The US Bureau of Labor Statistics is scheduled to release the US August Consumer Price Index (CPI) at 21:30 on Wednesday, September 11 (Japan time).onAugust Consumer Price Index (CPI)will be announced.
According to market expectations,CPI is expected to decrease from 2.9% to 2.6%, and core CPI will remain at 3.2%.If the inflation rate decreases, concerns about economic recession and expectations of aggressive interest rate cuts will increase, leading to a weak dollar and a decline in US stocks.Furthermore, if the inflation rate significantly increases, it will be a burden on gold.If core CPI remains unchanged,there is a possibility that the rate cut in September may be postponed.
The inflation rate has been gradually easing over the past few months, according to economists.Economists expect the overall trend to continue in August.According to Mr. Bostjan Cechich, the decline in gasoline prices will push down the overall inflation rate.
However, some service prices are expected to lag behind. Analysts at Bank of America predict, "There is a divergence between core goods prices and core services prices. This is largely due to sticky rent inflation."
Over the past two years, the rise in housing costs has been one of the biggest factors in overall inflation. Ban...